Creative Planning’s Navient NAVI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $598K | Sell |
42,384
-23,932
| -36% | -$337K | ﹤0.01% | 2301 |
|
|
2025
Q1 | $838K | Buy |
66,316
+16,242
| +32% | +$205K | ﹤0.01% | 1852 |
|
|
2024
Q4 | $665K | Sell |
50,074
-5,313
| -10% | -$70.6K | ﹤0.01% | 1960 |
|
|
2024
Q3 | $863K | Buy |
55,387
+13,497
| +32% | +$210K | ﹤0.01% | 1631 |
|
|
2024
Q2 | $610K | Buy |
41,890
+29,951
| +251% | +$436K | ﹤0.01% | 1788 |
|
|
2024
Q1 | $208K | Sell |
11,939
-1,396
| -10% | -$24.3K | ﹤0.01% | 2529 |
|
|
2023
Q4 | $248K | Buy |
13,335
+217
| +2% | +$4.04K | ﹤0.01% | 2231 |
|
|
2023
Q3 | $226K | Buy |
13,118
+692
| +6% | +$11.9K | ﹤0.01% | 2145 |
|
|
2023
Q2 | $231K | Buy |
+12,426
| New | +$231K | ﹤0.01% | 2096 |
|
|
2023
Q1 | – | Sell |
-143
| Closed | -$2.35K | – | 2604 |
|
|
2022
Q4 | $2.35K | Buy |
+143
| New | +$2.35K | ﹤0.01% | 2365 |
|
|
2018
Q2 | – | Sell |
-14,132
| Closed | -$185K | – | 1962 |
|
|
2018
Q1 | $185K | Buy |
+14,132
| New | +$185K | ﹤0.01% | 1621 |
|
|
2017
Q3 | – | Sell |
-7,066
| Closed | -$118K | – | 2965 |
|
|
2017
Q2 | $118K | Buy |
7,066
+472
| +7% | +$7.88K | ﹤0.01% | 1859 |
|
|
2017
Q1 | $97K | Sell |
6,594
-300
| -4% | -$4.41K | ﹤0.01% | 1973 |
|
|
2016
Q4 | $113K | Buy |
6,894
+41
| +0.6% | +$672 | ﹤0.01% | 1772 |
|
|
2016
Q3 | $99K | Buy |
6,853
+300
| +5% | +$4.33K | ﹤0.01% | 1842 |
|
|
2016
Q2 | $78K | Sell |
6,553
-500
| -7% | -$5.95K | ﹤0.01% | 1823 |
|
|
2016
Q1 | $84K | Hold |
7,053
| – | – | ﹤0.01% | 1727 |
|
|
2015
Q4 | $81K | Buy |
7,053
+500
| +8% | +$5.74K | ﹤0.01% | 1749 |
|
|
2015
Q3 | $74K | Buy |
+6,553
| New | +$74K | ﹤0.01% | 1763 |
|
|
2015
Q2 | – | Sell |
-6,756
| Closed | -$137K | – | 2219 |
|
|
2015
Q1 | $137K | Buy |
6,756
+70
| +1% | +$1.42K | ﹤0.01% | 1388 |
|
|
2014
Q4 | $144K | Buy |
6,686
+57
| +0.9% | +$1.23K | ﹤0.01% | 1329 |
|
|
2014
Q3 | $117K | Sell |
6,629
-676
| -9% | -$11.9K | ﹤0.01% | 1360 |
|
|
2014
Q2 | $129K | Buy |
+7,305
| New | +$129K | ﹤0.01% | 1263 |
|